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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,207 | $131,835-64.2% | $108,582-56.5% | $273,972-82.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 14.81% | -91.57%+106.4pp | -51.70%+66.5pp | 41.46%-26.6pp |
| Employer contribution / active EE | $16,079 | $4,913+227.3% | $3,758+327.8% | $4,869+230.2% |
| Participant deferral / active EE | $7,758 | $5,127+51.3% | $4,311+80.0% | $5,287+46.7% |
| Admin fee / account holder | $375 | $10,253-96.3% | $7,645-95.1% | $10,133-96.3% |